SanDisk Hits Magic Number; Semis Surge; Marvell, Micron Jump
How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….
How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….
Let’s check my price targets for Micron and other storage and semiconductor stocks, SpaceX’s IPO, the latest on Iran talks.
Let’s check the latest on the supposed peace deal, make sense of the hot-and-cold tech trade, and sort through the crowded IPO filings.
Let’s check the ceasefire talks as fighting breaks out, the semis under pressure, jobs data … and see what’s ahead this week.
Iran ceasefire looks near collapse; SpaceX valuation at $1.75 trillion; Beige Book sees some in middle-income bracket ‘struggling more.’
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …